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Bard Financial Services’s Blackrock BLK Stock Holding History

Bard Financial Services’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.28M Sell
3,675
-25
-0.7% -$27.9K 0.47% 57
2025
Q2 		$3.88M Sell
3,700
-150
-4% -$142K 0.46% 57
2025
Q1 		$3.64M Sell
3,850
-100
-3% -$98K 0.45% 58
2024
Q4 		$4.05M Sell
3,950
-60
-1% -$60.9K 0.49% 53
2024
Q3 		$3.81M Sell
4,010
-125
-3% -$108K 0.45% 55
2024
Q2 		$3.26M Sell
4,135
-50
-1% -$39K 0.34% 65
2024
Q1 		$3.49M Hold
4,185
– – 0.37% 62
2023
Q4 		$3.4M Sell
4,185
-50
-1% -$34.9K 0.38% 62
2023
Q3 		$2.74M Sell
4,235
-150
-3% -$105K 0.34% 64
2023
Q2 		$3.03M Sell
4,385
-175
-4% -$117K 0.23% 92
2023
Q1 		$3.05M Sell
4,560
-35
-0.8% -$24.7K 0.24% 88
2022
Q4 		$3.26M Buy
4,595
+240
+6% +$160K 0.28% 86
2022
Q3 		$2.4M Buy
4,355
+1,600
+58% +$1.05M 0.22% 97
2022
Q2 		$1.68M Buy
2,755
+885
+47% +$576K 0.15% 119
2022
Q1 		$1.43M Sell
1,870
-50
-3% -$39.1K 0.12% 125
2021
Q4 		$1.76M Hold
1,920
– – 0.14% 111
2021
Q3 		$1.61M Sell
1,920
-25
-1% -$22.4K 0.14% 118
2021
Q2 		$1.7M Hold
1,945
– – 0.15% 112
2021
Q1 		$1.47M Hold
1,945
– – 0.14% 117
2020
Q4 		$1.4M Buy
+1,945
New +$1.29M 0.14% 118

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bard Financial Services's BLK Position: Q3 2025 in Review

Bard Financial Services reduced its Blackrock (BLK) stake by 0.68% in Q3 2025, selling an estimated $27.9K and leaving 3,675 shares worth $4.28M. The position accounts for 0.47% of the portfolio, ranked #57.

Bard Financial Services first reported a position in BLK in Q4 2020 and has held it in 20 quarters since. 2,281 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

  • Bard Financial Services held 3,675 shares of Blackrock worth $4.28M as of Q3 2025.
  • Bard Financial Services sold 25 Blackrock shares in Q3 2025, an estimated $27.9K.
  • Blackrock made up 0.47% of Bard Financial Services's portfolio in Q3 2025, its #57 holding.
  • Bard Financial Services first reported a position in Blackrock in Q4 2020 and has held it in 20 quarters since.
  • 2,281 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.